{"id":30066,"date":"2026-08-31T09:59:27","date_gmt":"2026-08-31T00:59:27","guid":{"rendered":"https:\/\/official.gfs.tokyo\/blog\/?p=30066"},"modified":"2026-08-31T09:59:27","modified_gmt":"2026-08-31T00:59:27","slug":"ue-nvidia-record-profit-financial-results","status":"publish","type":"post","link":"https:\/\/official.gfs.tokyo\/blog\/ue-nvidia-record-profit-financial-results","title":{"rendered":"NVIDIA\u300c\u904e\u53bb\u6700\u9ad8\u76ca\u300d\u6c7a\u7b97\u306e\u6df1\u5c64\u3068AI\u7523\u696d\u306e\u5168\u8c8c\uff1a\u65e5\u672c\u682a\u30fb\u4e3b\u8981\u4f01\u696d\u3078\u306e\u5f71\u97ff\u3068\u6fc0\u52d5\u306e\u6642\u4ee3\u3092\u751f\u304d\u629c\u304f\u300c\u91d1\u878d\u30fb\u6295\u8cc7\u30ea\u30c6\u30e9\u30b7\u30fc\u300d"},"content":{"rendered":"<h2 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class=\"attention a-1\">\n<p style=\"text-align: left;\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa.jpg\" alt=\"\u76e3\u4fee\u8005\uff1a\u5e02\u5ddd\u96c4\u4e00\u90ce\" width=\"110\" height=\"110\" class=\"wp-image-2102 alignnone\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa.jpg 700w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa-300x300.jpg 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa-150x150.jpg 150w\" sizes=\"(max-width: 110px) 100vw, 110px\" \/>\u3000<strong>\u76e3\u4fee\u8005\uff1a\u5e02\u5ddd\u96c4\u4e00\u90ce\u3000<\/strong><br \/>\n<span style=\"font-size: 10pt;\"><a href=\"https:\/\/official.gfs.tokyo\/\">GFS<\/a>\u6821\u9577\u3002CFP\u00ae\u30021\u7d1a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u6280\u80fd\u58eb(\u8cc7\u7523\u8a2d\u8a08\u63d0\u6848\u696d\u52d9)\u3002<a href=\"https:\/\/www.jafp.or.jp\/\">\u65e5\u672cFP\u5354\u4f1a<\/a>\u4f1a\u54e1\u3002\u65e5\u672cFP\u5b66\u4f1a\u4f1a\u54e1\u3002\u00a0<a href=\"https:\/\/mba.globis.ac.jp\/\">\u30b0\u30ed\u30fc\u30d3\u30b9\u7d4c\u55b6\u5927\u5b66\u9662<\/a>\u4fee\u4e86(MBA\/\u7d4c\u55b6\u5b66\u4fee\u58eb)\u3002<\/span><br \/>\n<span style=\"font-size: 10pt;\">\u65e5\u672c\u306eFP\u306e\u5148\u99c6\u8005\u3068\u3057\u3066\u8cc7\u7523\u904b\u7528\u306e\u5553\u8499\u306b\u5f93\u4e8b\u3002\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\u304c\u5275\u8a2d\u3057\u305f\u79c1\u7acb<a href=\"https:\/\/www.cyber-u.ac.jp\/teacher\/ichikawa_yuichiro.html\">\u30b5\u30a4\u30d0\u30fc\u5927\u5b66<\/a>\u3067\u6559\u97ad\u3092\u57f7\u308b\u307b\u304b\u3001\u8b1b\u6f14\u4f9d\u983c\u3001\u30e1\u30c7\u30a3\u30a2\u51fa\u6f14\u3082\u591a\u6570\u3002\u8457\u66f8\u306b<a href=\"https:\/\/www.amazon.co.jp\/%E6%8A%95%E8%B3%87%E3%81%A7%E5%88%A9%E7%9B%8A%E3%82%92%E5%87%BA%E3%81%97%E3%81%A6%E3%81%84%E3%82%8B%E4%BA%BA%E3%81%9F%E3%81%A1%E3%81%8C%E5%A4%A7%E4%BA%8B%E3%81%AB%E3%81%97%E3%81%A6%E3%81%84%E3%82%8B-45%E3%81%AE%E6%95%99%E3%81%88-%E5%B8%82%E5%B7%9D-%E9%9B%84%E4%B8%80%E9%83%8E\/dp\/4532358825\">\u300c\u6295\u8cc7\u3067\u5229\u76ca\u3092\u51fa\u3057\u3066\u3044\u308b\u4eba\u305f\u3061\u304c\u5927\u4e8b\u306b\u3057\u3066\u3044\u308b 45\u306e\u6559\u3048\u300d\uff08\u65e5\u672c\u7d4c\u6e08\u65b0\u805e\u51fa\u7248\uff09<\/a><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-size: 10pt;\">\u516c\u5f0fX \u30a2\u30ab\u30a6\u30f3\u30c8\u3000<a href=\"https:\/\/twitter.com\/ichikawa_toushi\">\u5e02\u5ddd\u96c4\u4e00\u90ce@\u304a\u91d1\u306e\u5b66\u6821 \u6821\u9577<\/a><\/span><\/p>\n<\/div>\n<\/div>\n<h2 data-path-to-node=\"6\">\u7b2c1\u7ae0\uff1aNVIDIA\u6c7a\u7b97\u306e\u6df1\u5c64\u3068\u300c\u5f37\u3055\u306e\u69cb\u9020\u300d<\/h2>\n<h3 data-path-to-node=\"7\">1-1. \u6570\u5b57\u3067\u8aad\u307f\u89e3\u304f\u5727\u5012\u7684\u6c7a\u7b97\u306e\u5168\u8c8c<\/h3>\n<p data-path-to-node=\"8\">NVIDIA\u306e\u6210\u9577\u30b9\u30d4\u30fc\u30c9\u306f\u3001\u5f93\u6765\u306e\u88fd\u9020\u696d\u306e\u5e38\u8b58\u3092\u9065\u304b\u306b\u8d85\u3048\u308b\u898f\u6a21\u3067\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<table data-path-to-node=\"9\">\n<thead>\n<tr>\n<td><strong>\u6307\u6a19<\/strong><\/td>\n<td><strong>\u56db\u534a\u671f\u5b9f\u7e3e<\/strong><\/td>\n<td><strong>\u524d\u5e74\u540c\u671f\u6bd4<\/strong><\/td>\n<td><strong>\u4e3b\u306a\u80cc\u666f\u30fb\u8981\u56e0<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><span data-path-to-node=\"9,1,0,0\"><b data-path-to-node=\"9,1,0,0\" data-index-in-node=\"0\">\u58f2\u4e0a\u9ad8<\/b><\/span><\/td>\n<td><span data-path-to-node=\"9,1,1,0\">962.2\u5104\u30c9\u30eb\uff08\u7d0415.3\u5146\u5186\uff09<\/span><\/td>\n<td><span data-path-to-node=\"9,1,2,0\"><b data-path-to-node=\"9,1,2,0\" data-index-in-node=\"0\">+106%<\/b><\/span><\/td>\n<td><span data-path-to-node=\"9,1,3,0\">\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff08LLM\uff09\u958b\u767a\u7528\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u8981\u306e\u66b4\u98a8\u96e8\u7684\u62e1\u5927<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"9,2,0,0\"><b data-path-to-node=\"9,2,0,0\" data-index-in-node=\"0\">\u7d14\u5229\u76ca<\/b><\/span><\/td>\n<td><span data-path-to-node=\"9,2,1,0\">596.8\u5104\u30c9\u30eb\uff08\u7d049.5\u5146\u5186\uff09<\/span><\/td>\n<td><span data-path-to-node=\"9,2,2,0\"><b data-path-to-node=\"9,2,2,0\" data-index-in-node=\"0\">+130%<\/b><\/span><\/td>\n<td><span data-path-to-node=\"9,2,3,0\">\u9ad8\u5358\u4fa1\u30fb\u9ad8\u7c97\u5229\u76ca\u7387\u306eAI\u5c02\u7528GPU\u51fa\u8377\u96c6\u4e2d<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"9,3,0,0\"><b data-path-to-node=\"9,3,0,0\" data-index-in-node=\"0\">\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u90e8\u9580\u58f2\u4e0a<\/b><\/span><\/td>\n<td><span data-path-to-node=\"9,3,1,0\">890\u5104\u30c9\u30eb<\/span><\/td>\n<td><span data-path-to-node=\"9,3,2,0\"><b data-path-to-node=\"9,3,2,0\" data-index-in-node=\"0\">+117%<\/b><\/span><\/td>\n<td><span data-path-to-node=\"9,3,3,0\">GAFA\u3092\u4e2d\u5fc3\u3068\u3059\u308b\u300c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u300d\u306e\u8a2d\u5099\u6295\u8cc7\u7af6\u8d70<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p data-path-to-node=\"10\">\u540c\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306f\u3001\u81ea\u793e\u3067\u88fd\u9020\u5de5\u5834\u3092\u6301\u305f\u306a\u3044\u300c\u30d5\u30a1\u30d6\u30ec\u30b9\u300d\u5f62\u614b\u3067\u3059\u3002\u56de\u8def\u8a2d\u8a08\u3084\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u958b\u767a\u306b\u7d4c\u55b6\u8cc7\u6e90\u3092\u96c6\u4e2d\u3055\u305b\u3001\u88fd\u9020\u306f\u4e16\u754c\u6700\u5927\u306e\u534a\u5c0e\u4f53\u53d7\u8a17\u751f\u7523\u4f01\u696d\uff08\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\uff09\u3067\u3042\u308b\u53f0\u6e7e\u306eTSMC\uff08\u53f0\u6e7e\u7a4d\u4f53\u96fb\u8def\u88fd\u9020\uff09\u306b\u5168\u9762\u59d4\u8a17\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u5de5\u5834\u5efa\u8a2d\u306b\u4f34\u3046\u83ab\u5927\u306a\u56fa\u5b9a\u8cbb\u30ea\u30b9\u30af\u3092\u56de\u907f\u3057\u3064\u3064\u3001\u6700\u65b0\u306e\u5fae\u7d30\u5316\u6280\u8853\u3068\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u3092\u8fc5\u901f\u306b\u53d6\u308a\u8fbc\u3080\u3053\u3068\u306b\u6210\u529f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"11\">1-2. \u306a\u305c\u72ec\u8d70\u3067\u304d\u308b\u306e\u304b\uff1a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u4e8c\u4f4d\u4e00\u4f53<\/h3>\n<p data-path-to-node=\"12\">NVIDIA\u306e\u5f37\u307f\u306f\u3001\u5358\u306b\u300c\u8db3\u306e\u901f\u3044\u534a\u5c0e\u4f53\u30c1\u30c3\u30d7\uff08GPU\uff09\u300d\u3092\u4f5c\u3063\u3066\u3044\u308b\u3053\u3068\u3060\u3051\u306b\u3068\u3069\u307e\u308a\u307e\u305b\u3093\u3002\u6700\u5927\u306e\u30a2\u30c9\u30d0\u30f3\u30c6\u30fc\u30b8\u306f\u3001\u300cCUDA\uff08\u30af\u30fc\u30c0\uff09\u300d\u3068\u547c\u3070\u308c\u308b\u72ec\u81ea\u306e\u4e26\u5217\u8a08\u7b97\u7d71\u5408\u958b\u767a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"13\" id=\"p-rc_f19eade5bd26bf5a-3633\"><span class=\"citation-8026 citation-end-8026\">15\u5e74\u4ee5\u4e0a\u524d\u304b\u3089NVIDIA\u306fCUDA\u3092\u7121\u511f\u63d0\u4f9b\u3057\u3001\u4e16\u754c\u4e2d\u306e\u7814\u7a76\u8005\u3084\u958b\u767a\u8005\u304cAI\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u6a19\u6e96\u74b0\u5883\u3068\u3057\u3066\u5b9a\u7740\u3055\u305b\u307e\u3057\u305f\u3002CUDA\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u5e83\u5927\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u304c\u5b58\u5728\u3059\u308b\u305f\u3081\u3001\u4ed6\u793e\u304c\u5b89\u4fa1\u306a\u4ee3\u66ff\u30c1\u30c3\u30d7\u3092\u958b\u767a\u3057\u3066\u3082\u3001\u958b\u767a\u8005\u306f\u65e2\u5b58\u306e\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u66f8\u304d\u63db\u3048\u308b\u591a\u5927\u306a\u30b3\u30b9\u30c8\u3092\u61f8\u5ff5\u3057\u3001NVIDIA\u88fdGPU\u3092\u9078\u3073\u7d9a\u3051\u307e\u3059\u3002\u3053\u306e\u300c\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u52b9\u679c\u300d\u3068\u300c\u30d9\u30f3\u30c0\u30fc\u30ed\u30c3\u30af\u30a4\u30f3\uff08\u56f2\u3044\u8fbc\u307f\uff09\u300d\u3053\u305d\u304c\u3001\u540c\u793e\u306e\u9ad8\u3044\u7c97\u5229\u76ca\u7387\uff0875\uff05\u524d\u5f8c\uff09\u3092\u652f\u3048\u308b\u6700\u91cd\u8981\u57fa\u76e4\u3067\u3059\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c790576444=\"\"><sup _ngcontent-ng-c790576444=\"\" class=\"superscript\" data-turn-source-index=\"1\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c148617474=\"\"><source-inline-chip _ngcontent-ng-c148617474=\"\" _nghost-ng-c3924596427=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<h2 data-path-to-node=\"15\">\u7b2c2\u7ae0\uff1a\u6b21\u4e16\u4ee3AI\u30c1\u30c3\u30d7\uff08Blackwell \/ Rubin\uff09\u3068\u30e9\u30a4\u30d0\u30eb\u9663\u55b6\u3068\u306e\u5dee\u5225\u5316<\/h2>\n<h3 data-path-to-node=\"16\">2-1. \u6b21\u4e16\u4ee3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u300cBlackwell\u300d\u304a\u3088\u3073\u300cRubin\u300d\u306e\u7279\u5fb4<\/h3>\n<p data-path-to-node=\"17\" id=\"p-rc_f19eade5bd26bf5a-3634\"><span class=\"citation-8025 citation-end-8025\">NVIDIA\u306f\u88fd\u54c1\u306e\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u30b5\u30a4\u30af\u30eb\u3092\u5f93\u6765\u306e\u300c2\u5e74\u306b1\u5ea6\u300d\u304b\u3089\u300c\u6bce\u5e74\u300d\u3078\u3068\u52a0\u901f\u3055\u305b\u3066\u3044\u307e\u3059\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c790576444=\"\"><sup _ngcontent-ng-c790576444=\"\" class=\"superscript\" data-turn-source-index=\"2\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c148617474=\"\"><source-inline-chip _ngcontent-ng-c148617474=\"\" _nghost-ng-c3924596427=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<ul data-path-to-node=\"18\">\n<li>\n<p data-path-to-node=\"18,0,0\"><b data-path-to-node=\"18,0,0\" data-index-in-node=\"0\">\u30de\u30eb\u30c1\u30c0\u30a4\u69cb\u9020\uff08CoWoS-L\uff09\uff1a<\/b> \u5f93\u6765\u306e\u5358\u4e00\u30c1\u30c3\u30d7\uff08\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\uff09\u69cb\u6210\u304b\u3089\u3001TSMC\u306e\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u3092\u63a1\u7528\u3057\u305f\u30de\u30eb\u30c1\u30c0\u30a4\u69cb\u9020\u3078\u79fb\u884c\u30022\u3064\u306e\u5927\u578b\u30c0\u30a4\u309210TB\/s\u3068\u3044\u3046\u8d85\u9ad8\u901f\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u3067\u63a5\u7d9a\u3057\u3001\u4e8b\u5b9f\u4e0a1\u3064\u306e\u5de8\u5927\u306aGPU\u3068\u3057\u3066\u7d71\u5408\u52d5\u4f5c\u3055\u305b\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"18,1,0\" id=\"p-rc_f19eade5bd26bf5a-3635\"><b data-path-to-node=\"18,1,0\" data-index-in-node=\"0\"><span class=\"citation-8024 citation-end-8024\">\u65b0\u305f\u306a\u6570\u5024\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\uff08NVFP4\uff09\uff1a<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c790576444=\"\"><sup _ngcontent-ng-c790576444=\"\" class=\"superscript\" data-turn-source-index=\"3\"><\/sup><\/source-footnote><\/span><\/b> <span class=\"citation-8023 citation-end-8023\">\u751f\u6210AI\u306e\u300c\u63a8\u8ad6\u300d\u51e6\u7406\u3092\u5287\u7684\u306b\u9ad8\u901f\u5316\u3059\u308b\u305f\u3081\u3001\u7cbe\u5ea6\u52a3\u5316\u3092\u6975\u5c0f\u5316\u3057\u3064\u3064\u51e6\u7406\u91cf\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u3092\u6700\u5927\u5316\u3059\u308b4\u30d3\u30c3\u30c8\u6d6e\u52d5\u5c0f\u6570\u70b9\uff08FP4\uff09\u6f14\u7b97\u306b\u5bfe\u5fdc\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c790576444=\"\"><sup _ngcontent-ng-c790576444=\"\" class=\"superscript\" data-turn-source-index=\"4\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c148617474=\"\"><source-inline-chip _ngcontent-ng-c148617474=\"\" _nghost-ng-c3924596427=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"18,2,0\" id=\"p-rc_f19eade5bd26bf5a-3636\"><b data-path-to-node=\"18,2,0\" data-index-in-node=\"0\"><span class=\"citation-8022 citation-end-8022\">\u30e9\u30c3\u30af\u30ec\u30d9\u30eb\u306e\u8d85\u5de8\u5927\u578b\u7d71\u5408\uff08NVL72\uff09\uff1a<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c790576444=\"\"><sup _ngcontent-ng-c790576444=\"\" class=\"superscript\" data-turn-source-index=\"5\"><\/sup><\/source-footnote><\/span><\/b> \u5358\u4f53\u30c1\u30c3\u30d7\u306e\u8ca9\u58f2\u304b\u3089\u300172\u57fa\u306eGPU\u306836\u57fa\u306eCPU\u3092\u5358\u4e00\u306e\u30e9\u30c3\u30af\u306b\u53ce\u3081\u3001\u5168GPU\u3092\u76f8\u4e92\u63a5\u7d9a\u3057\u305f\u300cGB200 NVL72\u300d\u304a\u3088\u3073\u6b21\u4e16\u4ee3\u300cVera Rubin NVL72\u300d\u306a\u3069\u3001\u300c\u30e9\u30c3\u30af\u5168\u4f53\u30921\u53f0\u306e\u8d85\u5927\u578b\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u3068\u3057\u3066\u6a5f\u80fd\u3055\u305b\u308b\u300d\u30b7\u30b9\u30c6\u30e0\u63d0\u4f9b\u3078\u3068\u9032\u5316\u3057\u3066\u3044\u307e\u3059\u3002<sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c148617474=\"\"><source-inline-chip _ngcontent-ng-c148617474=\"\" _nghost-ng-c3924596427=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"19\">2-2. \u7af6\u5408\u9663\u55b6\uff08AMD\u3001Google\u3001Amazon\uff09\u3068\u306e\u30b9\u30da\u30c3\u30af\u30fb\u6226\u7565\u6bd4\u8f03<\/h3>\n<p data-path-to-node=\"20\">AI\u30c1\u30c3\u30d7\u5e02\u5834\u3067\u306f\u3001\u7af6\u5408\u4ed6\u793e\u3082\u72ec\u81ea\u306e\u5f37\u307f\u3092\u6b66\u5668\u306bNVIDIA\u306e\u5207\u308a\u5d29\u3057\u3092\u56f3\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<table data-path-to-node=\"21\">\n<thead>\n<tr>\n<td><strong>\u6bd4\u8f03\u9805\u76ee<\/strong><\/td>\n<td><strong>NVIDIA\uff08Blackwell \/ Rubin\uff09<\/strong><\/td>\n<td><strong>AMD\uff08Instinct MI325X\/MI350X\uff09<\/strong><\/td>\n<td><strong>Google\uff08TPU v6 &#8220;Trillium&#8221;\u7b49\uff09<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><span data-path-to-node=\"21,1,0,0\"><b data-path-to-node=\"21,1,0,0\" data-index-in-node=\"0\">\u30dd\u30b8\u30b7\u30e7\u30f3<\/b><\/span><\/td>\n<td><span data-path-to-node=\"21,1,1,0\">AI\u30a4\u30f3\u30d5\u30e9\u306e\u300c\u7d76\u5bfe\u7684\u6a19\u6e96\u6a5f\u300d<\/span><\/td>\n<td><span data-path-to-node=\"21,1,2,0\">\u9ad8\u30b3\u30b9\u30d1\u3092\u72d9\u3046\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u7af6\u5408<\/span><\/td>\n<td><span data-path-to-node=\"21,1,3,0\">\u81ea\u793e\u30af\u30e9\u30a6\u30c9\uff08GCP\uff09\u5c02\u7528\u306e\u5782\u76f4\u7d71\u5408\u30c1\u30c3\u30d7<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"21,2,0,0\"><b data-path-to-node=\"21,2,0,0\" data-index-in-node=\"0\">\u5927\u5bb9\u91cf\u30e1\u30e2\u30ea<\/b><\/span><\/td>\n<td><span data-path-to-node=\"21,2,1,0\">\u6700\u5148\u7aef\u306eHBM3e \/ HBM4\u3092\u63a1\u7528<\/span><\/td>\n<td><span data-path-to-node=\"21,2,2,0\"><b data-path-to-node=\"21,2,2,0\" data-index-in-node=\"0\">\u696d\u754c\u6700\u5927\u7d1a\u306e\u8d85\u5927\u5bb9\u91cfHBM<\/b>\u3092\u642d\u8f09<\/span><\/td>\n<td><span data-path-to-node=\"21,2,3,0\">\u81ea\u793e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u6700\u9069\u5316<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"21,3,0,0\"><b data-path-to-node=\"21,3,0,0\" data-index-in-node=\"0\">\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2<\/b><\/span><\/td>\n<td><span data-path-to-node=\"21,3,1,0\"><b data-path-to-node=\"21,3,1,0\" data-index-in-node=\"0\">CUDA<\/b>\uff08\u30c7\u30d5\u30a1\u30af\u30c8\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\uff09<\/span><\/td>\n<td><span data-path-to-node=\"21,3,2,0\">ROCm\uff08\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30fb\u4e92\u63db\u6027\u62e1\u5927\u4e2d\uff09<\/span><\/td>\n<td><span data-path-to-node=\"21,3,3,0\">JAX \/ TensorFlow<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"21,4,0,0\"><b data-path-to-node=\"21,4,0,0\" data-index-in-node=\"0\">\u5f37\u307f<\/b><\/span><\/td>\n<td><span data-path-to-node=\"21,4,1,0\">\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u542b\u3081\u305f\u30c8\u30fc\u30bf\u30eb\u6700\u9069\u5316<\/span><\/td>\n<td><span data-path-to-node=\"21,4,2,0\">\u5927\u5bb9\u91cf\u30e1\u30e2\u30ea\u306b\u3088\u308b<b data-path-to-node=\"21,4,2,0\" data-index-in-node=\"9\">\u9ad8\u3044\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9<\/b><\/span><\/td>\n<td><span data-path-to-node=\"21,4,3,0\"><b data-path-to-node=\"21,4,3,0\" data-index-in-node=\"0\">\u81ea\u793e\u30af\u30e9\u30a6\u30c9\u904b\u7528\u306b\u304a\u3051\u308b\u5727\u5012\u7684\u4f4e\u30b3\u30b9\u30c8<\/b><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 data-path-to-node=\"22\">2-3. NVIDIA\u304c\u4fdd\u6301\u3059\u308b\u300c3\u3064\u306e\u7d76\u5bfe\u7684\u304a\u5800\uff08Moat\uff09\u300d<\/h3>\n<ol start=\"1\" data-path-to-node=\"23\">\n<li>\n<p data-path-to-node=\"23,0,0\"><b data-path-to-node=\"23,0,0\" data-index-in-node=\"0\">CUDA\u306b\u3088\u308b\u958b\u767a\u8005\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u306e\u72ec\u5360\uff1a<\/b> \u4ed6\u793e\u88fd\u30c1\u30c3\u30d7\u3078\u79fb\u884c\u3059\u308b\u969b\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u518d\u69cb\u7bc9\u30b3\u30b9\u30c8\u304c\u5de8\u5927\u306a\u969c\u58c1\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"23,1,0\"><b data-path-to-node=\"23,1,0\" data-index-in-node=\"0\">\u9ad8\u901f\u76f8\u4e92\u63a5\u7d9a\u6280\u8853\u300cNVLink\u300d\uff1a<\/b> \u6570\u4e07\u500b\u306eGPU\u3092\u9023\u7d50\u3059\u308b\u969b\u3001\u901a\u4fe1\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u89e3\u6d88\u3059\u308b\u72ec\u81ea\u898f\u683c\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"23,2,0\"><b data-path-to-node=\"23,2,0\" data-index-in-node=\"0\">\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306e\u5782\u76f4\u7d71\u5408\uff1a<\/b> GPU\u3001CPU\uff08Grace\/Vera\uff09\u3001\u30b9\u30a4\u30c3\u30c1\uff08NVLink Switch\uff09\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\uff08InfiniBand\/Spectrum-X\uff09\u3001\u6c34\u51b7\u51b7\u5374\u30b7\u30b9\u30c6\u30e0\u307e\u3067\u3092\u81ea\u793e\u30d1\u30c3\u30b1\u30fc\u30b8\u3068\u3057\u3066\u4e00\u62ec\u63d0\u4f9b\u3002<\/p>\n<\/li>\n<\/ol>\n<div class=\"attention a-1\">\n<div _ngcontent-ng-c1540207880=\"\" class=\"user-query-container\">\n<div _ngcontent-ng-c1540207880=\"\" class=\"query-content ng-star-inserted\" id=\"user-query-content-5\" jslog=\"275422;track:impression,attention\">\n<div _ngcontent-ng-c1540207880=\"\" aria-level=\"2\" role=\"heading\" class=\"query-text gds-body-l query-text-animated\" dir=\"ltr\">\n<h3 class=\"query-text-line ng-star-inserted\">Microsoft\u3001Alphabet\u3001Meta\u3001Amazon\u306a\u3069GAFA\u5168\u4f53\u306e\u6700\u65b0\u306eAI\u8a2d\u5099\u6295\u8cc7\uff08CAPEX\uff09\u306e\u898f\u6a21\u3068\u8a08\u753b\u306b\u3064\u3044\u3066<\/h3>\n<\/div>\n<\/div>\n<\/div>\n<p><model-response _ngcontent-ng-c3414553768=\"\" _nghost-ng-c4197716251=\"\" class=\"enable-lr26-response-chrome-updates ng-star-inserted\"><\/model-response><\/p>\n<div _ngcontent-ng-c4197716251=\"\">\n<p><response-container _ngcontent-ng-c4197716251=\"\" _nghost-ng-c417656706=\"\" class=\"ng-tns-c417656706-2151 reduced-bottom-padding enable-lr26-response-chrome-updates enable-luminous-sources ng-star-inserted\" jslog=\"188576;track:impression,attention;BardVeMetadataKey:[[&quot;r_1f3a27dc9f03997a&quot;,&quot;c_4b4d054024809467&quot;,null,null,null,null,null,null,1,null,null,null,0]];mutable:true\"><\/response-container><\/p>\n<div _ngcontent-ng-c417656706=\"\" class=\"response-container response-container-with-gpi ng-tns-c417656706-2151 no-background response-container-has-multiple-responses\" jslog=\"173900;track:impression,attention\">\n<div _ngcontent-ng-c417656706=\"\" class=\"presented-response-container ng-tns-c417656706-2151\" jslog=\"283401;track:impression,attention\">\n<div _ngcontent-ng-c417656706=\"\" class=\"response-container-content ng-tns-c417656706-2151\">\n<div _ngcontent-ng-c4197716251=\"\" class=\"response-content ng-tns-c417656706-2151\">\n<div _ngcontent-ng-c2314359101=\"\" class=\"container\">\n<div _ngcontent-ng-c567535497=\"\" inline-copy-host=\"\" class=\"markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color stronger\" id=\"model-response-message-contentr_1f3a27dc9f03997a\" aria-busy=\"false\" aria-live=\"polite\" dir=\"ltr\">\n<p data-path-to-node=\"0\">Microsoft\u3001Alphabet\uff08Google\uff09\u3001Meta\u3001Amazon\u3092\u4e2d\u5fc3\u3068\u3059\u308b\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\uff08\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff09\u5168\u4f53\u306e\u8a2d\u5099\u6295\u8cc7\u984d\uff08CAPEX\uff09\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u306e\u9700\u8981\u904e\u71b1\u3092\u53d7\u3051\u3066\u6b74\u53f2\u7684\u306a\u898f\u6a21\u3078\u81a8\u3089\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"1\">4\u793e\u306e\u5e74\u9593\u8a2d\u5099\u6295\u8cc7\u306e\u5408\u8a08\u306f<b data-path-to-node=\"1\" data-index-in-node=\"13\">\u5e74\u95932000\u5104\u30c9\u30eb\uff08\u7d0430\u5146\u5186\uff09\u3092\u5927\u5e45\u306b\u8d85\u3048\u308b\u898f\u6a21<\/b>\u306b\u9054\u3057\u3066\u304a\u308a\u3001\u305d\u306e\u5927\u534a\u304cAI\u5411\u3051\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5efa\u8a2d\u3001NVIDIA\u88fdGPU\u3092\u306f\u3058\u3081\u3068\u3059\u308b\u6700\u5148\u7aefAI\u534a\u5c0e\u4f53\u306e\u8abf\u9054\u3001\u81ea\u793e\u958b\u767aASIC\u3001\u96fb\u529b\u304a\u3088\u3073\u51b7\u5374\u30a4\u30f3\u30d5\u30e9\u3078\u5145\u3066\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<div class=\"attachment-container search-images\">\n<p><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><single-image _nghost-ng-c1737790884=\"\" data-is-interactive=\"false\" class=\"spark-licensed-center-host luminous-layout ng-star-inserted\" data-image-attachment-index=\"0\"><\/single-image><\/response-element><\/p>\n<div _ngcontent-ng-c1737790884=\"\" class=\"image-container spark-licensed-center hide-from-message-actions ng-star-inserted\" data-full-size-image-uri=\"http:\/\/cdn.statcdn.com\/Infographic\/images\/normal\/35046.jpeg\">\n<div _ngcontent-ng-c1737790884=\"\" class=\"overlay-container hero-overlay-container ng-star-inserted\">\n<p><button _ngcontent-ng-c1737790884=\"\" class=\"image-button ng-star-inserted\" jslog=\"181501;track:generic_click,impression;BardVeMetadataKey:[[&quot;r_1f3a27dc9f03997a&quot;,&quot;c_4b4d054024809467&quot;,null,&quot;rc_d0f8819e36e8425f&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]];mutable:true\"><img decoding=\"async\" _ngcontent-ng-c1737790884=\"\" loading=\"lazy\" class=\"spark-licensed-square hero-image loaded\" alt=\"\u7c73Big Tech4\u793e\u306e\u8a2d\u5099\u6295\u8cc7\u984d\uff08CAPEX\uff09\u306e\u63a8\u79fb\uff08AI \u751f\u6210\uff09\" width=\"554\" height=\"554\" src=\"https:\/\/encrypted-tbn0.gstatic.com\/images?q=tbn:ANd9GcRRJlcy3KTuVDhYuGuVJmGa_3QRksvMveMXMZagaF7uyJ--m5dy3ymFjUk-&amp;s=10\" \/><\/button><\/p>\n<div _ngcontent-ng-c1737790884=\"\" class=\"hero-caption-row ng-star-inserted\">\n<div _ngcontent-ng-c1737790884=\"\" aria-hidden=\"true\" class=\"caption gds-extended-caption hero-caption ng-star-inserted\">\u7c73Big Tech4\u793e\u306e\u8a2d\u5099\u6295\u8cc7\u984d\uff08CAPEX\uff09\u306e\u63a8\u79fb.<span>\u00a0<\/span><span _ngcontent-ng-c1737790884=\"\" class=\"ng-star-inserted\">\u51fa\u5178: Statista<\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<h2 data-path-to-node=\"4\">1. \u4e3b\u89814\u793e\u306e\u6700\u65b0CAPEX\u898f\u6a21\u3068\u8a08\u753b\u6bd4\u8f03<\/h2>\n<p data-path-to-node=\"5\">\u5404\u793e\u3068\u3082\u300c\u6295\u8cc7\u4e0d\u8db3\u306b\u3088\u308bAI\u7af6\u8d70\u3067\u306e\u843d\u5f8c\u300d\u3092\u6700\u5927\u306e\u7d4c\u55b6\u30ea\u30b9\u30af\u3068\u6349\u3048\u3066\u304a\u308a\u3001\u7a4d\u6975\u7684\u306a\u6295\u8cc7\u59ff\u52e2\u3092\u9bae\u660e\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<div class=\"horizontal-scroll-wrapper\">\n<div class=\"table-block-component\">\n<p><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><table-block _nghost-ng-c2042382253=\"\" class=\"enable-luminous-table-block ng-star-inserted\"><\/table-block><\/response-element><\/p>\n<div _ngcontent-ng-c2042382253=\"\" class=\"table-block has-export-button new-table-style is-at-scroll-start is-at-scroll-end\">\n<div _ngcontent-ng-c2042382253=\"\" not-end-of-paragraph=\"\" class=\"table-content md-content\" jslog=\"275421;track:impression,attention\">\n<table data-path-to-node=\"6\">\n<thead>\n<tr>\n<th><span data-path-to-node=\"6,0,0,0\">\u4f01\u696d\u540d<\/span><\/th>\n<th><span data-path-to-node=\"6,0,1,0\">\u4e3b\u306a\u6295\u8cc7\u5bfe\u8c61\u30fb\u6226\u7565\u65b9\u91dd<\/span><\/th>\n<th><span data-path-to-node=\"6,0,2,0\">\u6295\u8cc7\u306e\u30dd\u30a4\u30f3\u30c8\u30fb\u6ce8\u529b\u9818\u57df<\/span><\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><span data-path-to-node=\"6,1,0,0\"><b data-path-to-node=\"6,1,0,0\" data-index-in-node=\"0\">Microsoft<\/b><\/span><\/td>\n<td><span data-path-to-node=\"6,1,1,0\"><b data-path-to-node=\"6,1,1,0\" data-index-in-node=\"0\">Azure AI<\/b>\u00a0\u30af\u30e9\u30a6\u30c9\u57fa\u76e4\u306e\u6025\u901f\u62e1\u5145\u3001OpenAI\u3078\u306e\u30a4\u30f3\u30d5\u30e9\u63d0\u4f9b<\/span><\/td>\n<td><span data-path-to-node=\"6,1,2,0\">\u56db\u534a\u671f\u5358\u4f53\u3067200\u5104\u30c9\u30eb\u524d\u5f8c\u306eCAPEX\u3092\u7d99\u7d9a\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u7269\u7406\u7684\u5897\u8a2d\u306b\u52a0\u3048\u3001Blackwell\u30b5\u30fc\u30d0\u30fc\u30e9\u30c3\u30af\uff08NVL72\uff09\u7b49\u306e\u6700\u5927\u898f\u6a21\u5c0e\u5165\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"6,2,0,0\"><b data-path-to-node=\"6,2,0,0\" data-index-in-node=\"0\">Amazon<\/b>\u00a0(AWS)<\/span><\/td>\n<td><span data-path-to-node=\"6,2,1,0\"><b data-path-to-node=\"6,2,1,0\" data-index-in-node=\"0\">AWS<\/b>\u00a0\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u62e1\u5f35\u3001\u81ea\u5bb6\u88fd\u30c1\u30c3\u30d7\uff08Trainium2\u7b49\uff09\u5f37\u5316<\/span><\/td>\n<td><span data-path-to-node=\"6,2,2,0\">\u5e74\u9593\u6700\u5927\u7d1a\u306eCAPEX\u67a0\u3092\u7dad\u6301\u3002\u81ea\u793e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u306e\u62e1\u5f35\u3068\u3068\u3082\u306b\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u5206\u91ce\uff08\u539f\u5b50\u529b\u30fb\u518d\u30a8\u30cd\uff09\u3078\u306e\u76f4\u63a5\u51fa\u8cc7\u3092\u52a0\u901f\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"6,3,0,0\"><b data-path-to-node=\"6,3,0,0\" data-index-in-node=\"0\">Alphabet<\/b>\u00a0(Google)<\/span><\/td>\n<td><span data-path-to-node=\"6,3,1,0\"><b data-path-to-node=\"6,3,1,0\" data-index-in-node=\"0\">TPU v6<\/b>\u00a0\u306a\u3069\u306e\u81ea\u793e\u534a\u5c0e\u4f53\u57fa\u76e4\u3001Gemini\u904b\u7528\u30a4\u30f3\u30d5\u30e9<\/span><\/td>\n<td><span data-path-to-node=\"6,3,2,0\">\u56db\u534a\u671f\u3042\u305f\u308a130\u5104\u301c150\u5104\u30c9\u30eb\u898f\u6a21\u3002\u81ea\u793e\u958b\u767a\u30c1\u30c3\u30d7\uff08TPU\uff09\u3068GPU\u3092\u4f75\u7528\u3057\u3001\u30af\u30e9\u30a6\u30c9\u9867\u5ba2\u63d0\u4f9b\u3068\u81ea\u793e\u691c\u7d22\u30fbAI\u30b5\u30fc\u30d3\u30b9\u3092\u5f37\u5316\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"6,4,0,0\"><b data-path-to-node=\"6,4,0,0\" data-index-in-node=\"0\">Meta<\/b><\/span><\/td>\n<td><span data-path-to-node=\"6,4,1,0\"><b data-path-to-node=\"6,4,1,0\" data-index-in-node=\"0\">Llama<\/b>\u00a0\u30b7\u30ea\u30fc\u30ba\u306e\u6b21\u4e16\u4ee3\u30e2\u30c7\u30eb\u5b66\u7fd2\u30fb\u63a8\u8ad6\u30a4\u30f3\u30d5\u30e9<\/span><\/td>\n<td><span data-path-to-node=\"6,4,2,0\">\u5e74\u9593CAPEX\u8a08\u753b\u3092\u4e0a\u65b9\u4fee\u6b63\uff08370\u5104\u301c400\u5104\u30c9\u30eb\u8d85\u3078\uff09\u3002\u81ea\u793e\u30b5\u30fc\u30d3\u30b9\uff08Instagram\/Facebook\uff09\u306e\u63a8\u5968\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3068\u5de8\u984dLLM\u5b66\u7fd2\u306b\u96c6\u4e2d\u3002<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<div _ngcontent-ng-c2042382253=\"\" hide-from-message-actions=\"\" class=\"table-footer hide-on-print hide-from-message-actions\"><gem-icon-button _ngcontent-ng-c2042382253=\"\" gemmenutrigger=\"\" cdkoverlayorigin=\"\" theme=\"lm\" type=\"tonal\" arialabel=\"\u305d\u306e\u4ed6\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\" gemtooltip=\"\u305d\u306e\u4ed6\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\" class=\"mat-mdc-tooltip-trigger overflow-menu-button gem-button gem-button-badge-size-small gem-button-size-small gem-button-type-tonal lm-enabled ng-star-inserted\" _nghost-ng-c1983273095=\"\" aria-disabled=\"false\" aria-haspopup=\"true\" aria-expanded=\"false\" aria-controls=\"ng-menu-a98513-1680\" aria-describedby=\"cdk-describedby-message-ng-1-2032\" cdk-describedby-host=\"ng-1\" tabindex=\"0\"><button _ngcontent-ng-c1983273095=\"\" maticonbutton=\"\" matbadgeposition=\"after\" class=\"mdc-icon-button mat-mdc-icon-button mat-mdc-button-base mat-badge mat-unthemed mat-badge-overlap mat-badge-above mat-badge-after mat-badge-small mat-badge-hidden ng-star-inserted\" mat-ripple-loader-uninitialized=\"\" mat-ripple-loader-class-name=\"mat-mdc-button-ripple\" mat-ripple-loader-centered=\"\" aria-label=\"\u305d\u306e\u4ed6\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\" jslog=\"305704;track:generic_click,impression\"><gem-icon _ngcontent-ng-c1983273095=\"\" _nghost-ng-c2757070820=\"\"><\/gem-icon><\/button><\/gem-icon-button><gem-popover _ngcontent-ng-c2042382253=\"\" _nghost-ng-c277729779=\"\" class=\"ng-star-inserted\"><\/gem-popover><\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<h2 data-path-to-node=\"8\">2. \u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u306eCAPEX\u306b\u304a\u3051\u308b3\u3064\u306e\u30c8\u30ec\u30f3\u30c9<\/h2>\n<h3 data-path-to-node=\"9\">\u2460 \u300c\u6295\u8cc7\u904e\u5270\u30ea\u30b9\u30af\u300d\u3088\u308a\u300c\u6295\u8cc7\u4e0d\u8db3\u30ea\u30b9\u30af\u300d\u3092\u8b66\u6212<\/h3>\n<p data-path-to-node=\"10\">\u6295\u8cc7\u5bb6\u3084\u30a2\u30ca\u30ea\u30b9\u30c8\u304b\u3089\u306f\u300c\u53ce\u76ca\u5316\uff08ROI\uff09\u306b\u5bfe\u3057\u3066\u8a2d\u5099\u6295\u8cc7\u304c\u3042\u307e\u308a\u306b\u5de8\u984d\u3059\u304e\u308b\u300d\u3068\u3044\u3046\u61f8\u5ff5\u306e\u58f0\u304c\u5b9a\u671f\u7684\u306b\u4e0a\u304c\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5404\u793eCEO\u306e\u5171\u901a\u8a8d\u8b58\u306f\u300cAI\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6295\u8cc7\u304c\u8db3\u308a\u305a\u306b\u7af6\u5408\u306b\u5f8c\u308c\u3092\u53d6\u308b\u30ea\u30b9\u30af\u306e\u307b\u3046\u304c\u3001\u6295\u8cc7\u3057\u3059\u304e\u3066\u8a2d\u5099\u304c\u4f59\u308b\u30ea\u30b9\u30af\u3088\u308a\u3082\u9065\u304b\u306b\u81f4\u547d\u7684\u3067\u3042\u308b\u300d\u3068\u3044\u3046\u70b9\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u682a\u4fa1\u306e\u77ed\u671f\u7684\u4e0b\u843d\u304c\u3042\u3063\u3066\u3082CAPEX\u306e\u624b\u3092\u7de9\u3081\u306a\u3044\u59ff\u52e2\u3092\u5d29\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n<h3 data-path-to-node=\"11\">\u2461 \u81ea\u793e\u5c02\u7528\u30c1\u30c3\u30d7\uff08ASIC\uff09\u3078\u306e\u5206\u6563\u914d\u7f6e<\/h3>\n<p data-path-to-node=\"12\">NVIDIA\u3078\u306e\u4e00\u6975\u4f9d\u5b58\u306b\u3088\u308b\u9ad8\u3044\u8abf\u9054\u30b3\u30b9\u30c8\u3068\u7c97\u5229\u76ca\u7387\u306e\u5727\u8feb\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u3001\u81ea\u793e\u958b\u767a\u30c1\u30c3\u30d7\u3078\u306e\u5207\u308a\u66ff\u3048\u3084\u4e26\u884c\u5c0e\u5165\u304c\u672c\u683c\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"13\">\n<li>\n<p data-path-to-node=\"13,0,0\"><b data-path-to-node=\"13,0,0\" data-index-in-node=\"0\">Google:<\/b> TPU\uff08Tensor Processing Unit\uff09\u3067\u306e\u81ea\u793e\u30e2\u30c7\u30eb\u5b66\u7fd2\u30fb\u63a8\u8ad6<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"13,1,0\"><b data-path-to-node=\"13,1,0\" data-index-in-node=\"0\">Amazon:<\/b> Trainium \/ Inferentia \u306b\u3088\u308bAWS\u9867\u5ba2\u5411\u3051\u4f4e\u4fa1\u683cAI\u5b9f\u884c\u74b0\u5883\u306e\u63d0\u4f9b<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"13,2,0\"><b data-path-to-node=\"13,2,0\" data-index-in-node=\"0\">Microsoft:<\/b> Azure Maia \u30c1\u30c3\u30d7\u306e\u793e\u5185\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u9069\u7528<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"14\">\u2462 \u300c\u96fb\u529b\u30fb\u51b7\u5374\u300d\u30a4\u30f3\u30d5\u30e9\u4e89\u596a\u6226<\/h3>\n<p data-path-to-node=\"15\">GPU\u305d\u306e\u3082\u306e\u306e\u8abf\u9054\u306b\u52a0\u3048\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u7a3c\u50cd\u3055\u305b\u308b\u305f\u3081\u306e<b data-path-to-node=\"15\" data-index-in-node=\"30\">\u96fb\u529b\u78ba\u4fdd<\/b>\u304c\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"16\">\n<li>\n<p data-path-to-node=\"16,0,0\">\u5404\u793e\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u96a3\u63a5\u5730\u306b\u76f4\u63a5\u96fb\u529b\u3092\u4f9b\u7d66\u3067\u304d\u308b\u3088\u3046\u3001\u539f\u5b50\u529b\u767a\u96fb\uff08\u5c0f\u578b\u30e2\u30b8\u30e5\u30fc\u30eb\u7089\uff1aSMR\u7b49\uff09\u3084\u5927\u898f\u6a21\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u4f01\u696d\u3068\u306e\u9577\u671f\u96fb\u529b\u8cfc\u5165\u5951\u7d04\uff08PPA\uff09\u3092\u76f8\u6b21\u3044\u3067\u7de0\u7d50\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"16,1,0\">\u6db2\u51b7\uff08\u30c0\u30a4\u30ec\u30af\u30c8\u30fb\u30c8\u30a5\u30fb\u30c1\u30c3\u30d7\uff09\u6280\u8853\u306a\u3069\u3001\u8d85\u9ad8\u5bc6\u5ea6\u30b5\u30fc\u30d0\u30fc\u30e9\u30c3\u30af\u306b\u5bfe\u5fdc\u3059\u308b\u51b7\u5374\u8a2d\u5099\u3078\u306e\u8a2d\u5099\u6295\u8cc7\u8cbb\u7387\u3082\u6025\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h2 data-path-to-node=\"18\">3. \u5e02\u5834\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3078\u306e\u6ce2\u53ca<\/h2>\n<p data-path-to-node=\"19\">GAFA\u3092\u4e2d\u5fc3\u3068\u3059\u308b\u5e74\u9593\u6570\u5341\u5146\u5186\u898f\u6a21\u306eCAPEX\u306f\u3001NVIDIA\u306e\u58f2\u4e0a\u9ad8\u3092\u76f4\u63a5\u62bc\u3057\u4e0a\u3052\u308b\u3060\u3051\u3067\u306a\u304f\u3001TSMC\uff08\u88fd\u9020\uff09\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff08\u691c\u67fb\u88c5\u7f6e\uff09\u3001\u30c7\u30a3\u30b9\u30b3\uff08\u5207\u65ad\u30fb\u7814\u524a\u88c5\u7f6e\uff09\u3001\u3055\u3089\u306b\u306f\u5909\u96fb\u8a2d\u5099\u3084\u51b7\u5374\u30b7\u30b9\u30c6\u30e0\u3092\u624b\u639b\u3051\u308b\u91cd\u96fb\u30fb\u30a4\u30f3\u30d5\u30e9\u4f01\u696d\u306b\u81f3\u308b\u307e\u3067\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3078\u6301\u7d9a\u7684\u306a\u53d7\u6ce8\uff08\u30b9\u30fc\u30d1\u30fc\u30b5\u30a4\u30af\u30eb\uff09\u3092\u3082\u305f\u3089\u3059\u69cb\u9020\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"xcd-attention-6 xcd-col5 xcd-ripple\">\n<div class=\"xcd-title-wrap\">\n<div class=\"xcd-title\"><span>\u3042\u306a\u305f\u306b\u672c\u5f53\u306b\u9069\u3057\u305f\u6295\u8cc7\u306f\u3069\u308c\uff1f<\/span><\/div>\n<\/div>\n<div class=\"xcd-content\">\n<p><span style=\"font-size: 12pt;\"><strong>\u30fb\u6295\u8cc7\u3067\u53ce\u5165\u3092\u5f97\u305f\u3044\u3001\u8cc7\u7523\u3092\u5897\u3084\u3057\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u30ea\u30b9\u30af\u306f\u3067\u304d\u308b\u3060\u3051\u6291\u3048\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u6295\u8cc7\u5148\u306e\u898b\u6975\u3081\u65b9\u3092\u77e5\u308a\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u6210\u529f\u3057\u3066\u3044\u308b\u6295\u8cc7\u5bb6\u3068\u63a5\u70b9\u304c\u6b32\u3057\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u7269\u4fa1\u4e0a\u6607\u3078\u306e\u5bfe\u7b56\u306b\u306f\u6295\u8cc7\u304c\u5fc5\u8981\u3068\u8003\u3048\u3066\u3044\u308b\u3000YES or NO<\/strong><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\"><strong>\u2192\u3000YES\u304c\uff13\u3064\u4ee5\u4e0a\u3060\u3063\u305f\u65b9\u306f\u3001\u3053\u3061\u3089\u3092\u30af\u30ea\u30c3\u30af<\/strong><\/a><\/span><\/p>\n<\/div>\n<\/div>\n<h2 data-path-to-node=\"25\">\u7b2c3\u7ae0\uff1a\u65e5\u672c\u5e02\u5834\u30fb\u4e3b\u8981\u4f01\u696d\u3078\u306e\u6ce2\u53ca\u52b9\u679c\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3<\/h2>\n<p data-path-to-node=\"26\">NVIDIA\u306e\u597d\u6c7a\u7b97\u3068\u5897\u7523\u8a08\u753b\u306f\u3001\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u30fb\u9ad8\u6a5f\u80fd\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u3078\u30c0\u30a4\u30ec\u30af\u30c8\u306b\u83ab\u5927\u306a\u53d7\u6ce8\u3092\u3082\u305f\u3089\u3057\u307e\u3059\u3002AI\u534a\u5c0e\u4f53\u306e\u88fd\u9020\u306b\u306f\u3001\u8d85\u5fae\u7d30\u56de\u8def\u3092\u5f62\u6210\u3059\u308b\u300c\u524d\u5de5\u7a0b\u300d\u306b\u52a0\u3048\u3001GPU\u3068\u5927\u5bb9\u91cf\u30e1\u30e2\u30ea\uff08HBM\uff09\u3092\u9ad8\u5bc6\u5ea6\u5b9f\u88c5\u3059\u308b\u300c\u5f8c\u5de5\u7a0b\uff08\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\uff09\u300d\u304c\u5fc5\u9808\u3067\u3042\u308a\u3001\u3053\u306e\u5206\u91ce\u3067\u65e5\u672c\u4f01\u696d\u304c\u4e16\u754c\u7684\u306a\u652f\u914d\u6a29\u3092\u63e1\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c702713577=\"\" class=\"ng-tns-c702713577-2146 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c702713577=\"\" class=\"code-block ng-tns-c702713577-2146 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_acdfb117a7b9ceaa&quot;,&quot;c_4b4d054024809467&quot;,null,&quot;rc_f19eade5bd26bf5a&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c702713577=\"\" class=\"formatted-code-block-internal-container ng-tns-c702713577-2146\">\n<div _ngcontent-ng-c702713577=\"\" class=\"animated-opacity ng-tns-c702713577-2146\">\n<pre _ngcontent-ng-c702713577=\"\" class=\"ng-tns-c702713577-2146\"><code _ngcontent-ng-c702713577=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c702713577-2146 no-decoration-radius\">\u3010NVIDIA GPU\u5897\u7523\u306b\u4f34\u3046\u65e5\u672c\u4f01\u696d\u3078\u306e\u6ce2\u53ca\u69cb\u9020\u3011\r\nNVIDIA\uff08\u8a2d\u8a08\uff09 \u2500\u2500\u25ba TSMC\uff08\u88fd\u9020\u30fbCoWoS\uff09\r\n                      \u251c\u2500\u2500 \u3010\u524d\u5de5\u7a0b\u30fb\u88c5\u7f6e\u3011\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff08\u5857\u5e03\u30fb\u30a8\u30c3\u30c1\u30f3\u30b0\uff09\r\n                      \u251c\u2500\u2500 \u3010\u6750\u6599\u3011\u4fe1\u8d8a\u5316\u5b66\uff08\u30a6\u30a7\u30cf\uff09\u3001\u6771\u4eac\u5fdc\u5316\uff08\u30ec\u30be\u30ca\u30c3\u30af\uff09\r\n                      \u251c\u2500\u2500 \u3010\u5f8c\u5de5\u7a0b\u30fb\u52a0\u5de5\u3011\u30c7\u30a3\u30b9\u30b3\uff08\u6975\u8584\u7814\u524a\u30fb\u5207\u65ad\uff09\r\n                      \u251c\u2500\u2500 \u3010\u57fa\u677f\u6750\u6599\u3011\u5473\u306e\u7d20\uff08ABF\u30d5\u30a3\u30eb\u30e0\uff09\r\n                      \u2514\u2500\u2500 \u3010\u30c6\u30b9\u30c8\u30fb\u691c\u67fb\u3011\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff08GPU\u30fbHBM\u30c6\u30b9\u30bf\u30fc\uff09\r\n<\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<h3 data-path-to-node=\"28\">3-1. \u6069\u6075\u3092\u76f4\u63a5\u53d7\u3051\u308b\u4ee3\u8868\u7684\u306a\u300c\u88fd\u9020\u88c5\u7f6e\u300d\u9298\u67c4<\/h3>\n<ul data-path-to-node=\"29\">\n<li>\n<p data-path-to-node=\"29,0,0\"><b data-path-to-node=\"29,0,0\" data-index-in-node=\"0\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff086857\uff09\uff1a<\/b><\/p>\n<ul data-path-to-node=\"29,0,1\">\n<li>\n<p data-path-to-node=\"29,0,1,0,0\"><b data-path-to-node=\"29,0,1,0,0\" data-index-in-node=\"0\">\u5f79\u5272\u30fb\u95a2\u9023\u5ea6\uff1a<\/b> \u8d85\u672c\u547d\uff08\u30c6\u30b9\u30bf\u30fc\u4e16\u754c\u5927\u624b\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"29,0,1,1,0\"><b data-path-to-node=\"29,0,1,1,0\" data-index-in-node=\"0\">\u8a73\u7d30\uff1a<\/b> \u8907\u96d1\u5316\u3057\u305fGPU\u672c\u4f53\u304a\u3088\u3073\u7a4d\u5c64\u3055\u308c\u305fHBM\u306e\u30c6\u30b9\u30c8\u5de5\u7a0b\u306b\u304a\u3044\u3066\u5727\u5012\u7684\u306a\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3002NVIDIA\u306e\u51fa\u8377\u6570\u91cf\u5897\u304c\u305d\u306e\u307e\u307e\u540c\u793e\u30c6\u30b9\u30bf\u30fc\u306e\u7a3c\u50cd\u30fb\u9700\u8981\u5897\u52a0\u306b\u76f4\u7d50\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"29,1,0\"><b data-path-to-node=\"29,1,0\" data-index-in-node=\"0\">\u30c7\u30a3\u30b9\u30b3\uff086146\uff09\uff1a<\/b><\/p>\n<ul data-path-to-node=\"29,1,1\">\n<li>\n<p data-path-to-node=\"29,1,1,0,0\"><b data-path-to-node=\"29,1,1,0,0\" data-index-in-node=\"0\">\u5f79\u5272\u30fb\u95a2\u9023\u5ea6\uff1a<\/b> \u8d85\u672c\u547d\uff08\u5207\u65ad\u30fb\u7814\u524a\u88c5\u7f6e\u4e16\u754c\u30c8\u30c3\u30d7\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"29,1,1,1,0\"><b data-path-to-node=\"29,1,1,1,0\" data-index-in-node=\"0\">\u8a73\u7d30\uff1a<\/b> TSMC\u306eCoWoS\u5de5\u7a0b\u306b\u304a\u3044\u3066\u3001\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30cf\u3092\u6975\u8584\u306b\u524a\u308a\u843d\u3068\u3057\uff08\u30b0\u30e9\u30a4\u30f3\u30c7\u30a3\u30f3\u30b0\uff09\u3001\u6b63\u78ba\u306b\u30c1\u30c3\u30d7\u3078\u5207\u308a\u51fa\u3059\uff08\u30c0\u30a4\u30b7\u30f3\u30b0\uff09\u88c5\u7f6e\u3067\u4e16\u754c\u30b7\u30a7\u30a28\u5272\u8d85\u3092\u72ec\u5360\u3002\u30c1\u30c3\u30d7\u306e\u591a\u5c64\u5316\u30fb\u30de\u30eb\u30c1\u30c0\u30a4\u5316\u304c\u9032\u3080\u307b\u3069\u3001\u52a0\u5de5\u9762\u7a4d\u304c\u5897\u52a0\u3057\u3066\u30d6\u30ec\u30fc\u30c9\u7b49\u306e\u6d88\u8017\u54c1\u58f2\u4e0a\u3082\u6bd4\u4f8b\u3057\u3066\u4f38\u3073\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"29,2,0\"><b data-path-to-node=\"29,2,0\" data-index-in-node=\"0\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff088035\uff09\uff1a<\/b><\/p>\n<ul data-path-to-node=\"29,2,1\">\n<li>\n<p data-path-to-node=\"29,2,1,0,0\"><b data-path-to-node=\"29,2,1,0,0\" data-index-in-node=\"0\">\u5f79\u5272\u30fb\u95a2\u9023\u5ea6\uff1a<\/b> \u4e3b\u529b\uff08\u524d\u5de5\u7a0b\u88c5\u7f6e\u7dcf\u5408\u5927\u624b\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"29,2,1,1,0\"><b data-path-to-node=\"29,2,1,1,0\" data-index-in-node=\"0\">\u8a73\u7d30\uff1a<\/b> HBM\u88fd\u9020\u306b\u5fc5\u9808\u3068\u306a\u308b\u300cTSV\uff08\u30b7\u30ea\u30b3\u30f3\u8cab\u901a\u30d3\u30a2\uff09\u300d\u5f62\u6210\u7528\u30a8\u30c3\u30c1\u30f3\u30b0\u88c5\u7f6e\u3084\u3001EUV\u9732\u5149\u7528\u5857\u5e03\u30fb\u73fe\u8c61\u88c5\u7f6e\uff08\u30b3\u30fc\u30bf\u30fc\u30fb\u30c7\u30d9\u30ed\u30c3\u30d1\u30fc\uff09\u3067\u9ad8\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3002\u5148\u9032\u534a\u5c0e\u4f53\u306e\u524d\u5de5\u7a0b\u5897\u7523\u6ce2\u53ca\u3092\u7db2\u7f85\u7684\u306b\u4eab\u53d7\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"30\">3-2. \u6069\u6075\u3092\u76f4\u63a5\u53d7\u3051\u308b\u4ee3\u8868\u7684\u306a\u300c\u9ad8\u6a5f\u80fd\u6750\u6599\u300d\u9298\u67c4<\/h3>\n<ul data-path-to-node=\"31\">\n<li>\n<p data-path-to-node=\"31,0,0\"><b data-path-to-node=\"31,0,0\" data-index-in-node=\"0\">\u5473\u306e\u7d20\uff082802\uff09\uff1a<\/b><\/p>\n<ul data-path-to-node=\"31,0,1\">\n<li>\n<p data-path-to-node=\"31,0,1,0,0\"><b data-path-to-node=\"31,0,1,0,0\" data-index-in-node=\"0\">\u8a73\u7d30\uff1a<\/b> \u30cf\u30a4\u30a8\u30f3\u30c9GPU\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u57fa\u677f\u306b100%\u8fd1\u304f\u63a1\u7528\u3055\u308c\u308b\u7d76\u7e01\u30d5\u30a3\u30eb\u30e0\u300cABF\uff08\u5473\u306e\u7d20\u30d3\u30eb\u30c9\u30a2\u30c3\u30d7\u30d5\u30a3\u30eb\u30e0\uff09\u300d\u3092\u72ec\u5360\u4f9b\u7d66\u3002GPU\u306e\u5927\u578b\u5316\u306b\u4f34\u3044\u57fa\u677f1\u679a\u3042\u305f\u308a\u306e\u30d5\u30a3\u30eb\u30e0\u4f7f\u7528\u91cf\u3082\u5897\u52a0\u50be\u5411\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"31,1,0\"><b data-path-to-node=\"31,1,0\" data-index-in-node=\"0\">\u30ec\u30be\u30ca\u30c3\u30af\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\uff084004\uff09\uff1a<\/b><\/p>\n<ul data-path-to-node=\"31,1,1\">\n<li>\n<p data-path-to-node=\"31,1,1,0,0\"><b data-path-to-node=\"31,1,1,0,0\" data-index-in-node=\"0\">\u8a73\u7d30\uff1a<\/b> \u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\uff08CoWoS\u7b49\uff09\u306e\u5f8c\u5de5\u7a0b\u6750\u6599\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u3002\u30c1\u30c3\u30d7\u3092\u4fdd\u8b77\u3059\u308b\u5c01\u6b62\u6750\u3084\u30a2\u30f3\u30c0\u30fc\u30d5\u30a3\u30eb\u6750\u3067\u5f37\u5927\u306a\u5b58\u5728\u611f\u3092\u767a\u63ee\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"31,2,0\"><b data-path-to-node=\"31,2,0\" data-index-in-node=\"0\">\u4fe1\u8d8a\u5316\u5b66\u5de5\u696d\uff084063\uff09 \/ \u6771\u4eac\u5fdc\u5316\u5de5\u696d\uff084186\uff09\uff1a<\/b><\/p>\n<ul data-path-to-node=\"31,2,1\">\n<li>\n<p data-path-to-node=\"31,2,1,0,0\"><b data-path-to-node=\"31,2,1,0,0\" data-index-in-node=\"0\">\u8a73\u7d30\uff1a<\/b> \u6700\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u7528\u30b7\u30ea\u30b3\u30f3\u30a6\u30a7\u30cf\u3084\u3001EUV\u304a\u3088\u3073\u5f8c\u5de5\u7a0b\u7528\u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\uff08\u611f\u5149\u6750\uff09\u3067\u4e16\u754c\u5e02\u5834\u3092\u727d\u5f15\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"32\">3-3. \u65e5\u7d4c\u5e73\u5747\u682a\u4fa1\u30fb\u56fd\u5185\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u30a4\u30f3\u30d1\u30af\u30c8<\/h3>\n<p data-path-to-node=\"33\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3084\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u3001\u65e5\u7d4c\u5e73\u5747\u682a\u4fa1\u306b\u304a\u3051\u308b\u69cb\u6210\u6bd4\u7387\u304c\u975e\u5e38\u306b\u9ad8\u3044\u300c\u5024\u304c\u3055\u682a\u300d\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001NVIDIA\u306e\u6c7a\u7b97\u767a\u8868\u3092\u76ae\u5207\u308a\u306b\u7c73\u30cf\u30a4\u30c6\u30af\u682a\u304c\u8cb7\u308f\u308c\u308b\u3068\u3001\u7fcc\u65e5\u306e\u6771\u4eac\u5e02\u5834\u3067\u3053\u308c\u3089\u306e\u9298\u67c4\u304c\u4e0a\u6607\u3057\u3001<b data-path-to-node=\"33\" data-index-in-node=\"100\">\u65e5\u7d4c\u5e73\u5747\u682a\u4fa1\u5168\u4f53\u3092\u5f37\u529b\u306b\u62bc\u3057\u4e0a\u3052\u308b\u727d\u5f15\u5f79<\/b>\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"34\">\u307e\u305f\u3001\u56fd\u5185\u306b\u304a\u3044\u3066\u3082\u751f\u6210AI\u306e\u5229\u7528\u62e1\u5927\u306b\u4f34\u3044\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5efa\u8a2d\u30e9\u30c3\u30b7\u30e5\u304c\u9032\u3093\u3067\u304a\u308a\u3001\u5927\u898f\u6a21\u306a\u96fb\u529b\u6d88\u8cbb\u306b\u5bfe\u5fdc\u3059\u308b\u5909\u96fb\u8a2d\u5099\u3001\u6db2\u51b7\u51b7\u5374\u30b7\u30b9\u30c6\u30e0\u3001\u96fb\u7dda\u306a\u3069\u306e\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u4f01\u696d\u306b\u3068\u3063\u3066\u3082\u5927\u304d\u306a\u7279\u30cb\u30e5\u30fc\u30b9\u30fb\u4e8b\u696d\u6a5f\u4f1a\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<div class=\"xcd-attention-1 xcd-col2 xcd-ripple\">\n<div class=\"xcd-title\"><strong>\u8cc7\u7523\u904b\u7528\u3067\u5931\u6557\u3057\u305f\u304f\u306a\u3044\u65b9\u3078<\/strong><\/div>\n<div class=\"xcd-content\"><strong>\u79c1\u305f\u3061GFS\u3067\u306f\u3001\u5b66\u6821\u3067\u306f\u6559\u3048\u3066\u3082\u3089\u3048\u306a\u304b\u3063\u305f\u304a\u91d1\u306e\u3053\u3068\u304c\u308f\u304b\u308b\u7121\u6599\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u3054\u7528\u610f\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><br \/>\n<strong><span style=\"color: #0066c0;\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\" style=\"color: #0066c0;\">\u226b \u7121\u6599\u8b1b\u5ea7\uff1a\u304a\u91d1\u306e\u30d7\u30ed\u304c\u6559\u3048\u308b\u300c\u521d\u5fc3\u8005\u304c\u6bce\u6708\u53ce\u5165\u3092\u5f97\u308b\u6295\u8cc7\u306e\u59cb\u3081\u65b9\u300d<\/a><\/span><\/strong><\/div>\n<\/div>\n<h2 data-path-to-node=\"36\" id=\"p-rc_f19eade5bd26bf5a-3637\"><span class=\"citation-8021 citation-end-8021\">\u7b2c4\u7ae0\uff1a\u5e02\u5834\u69cb\u9020\u4e0a\u306e\u30ea\u30b9\u30af\u30684\u3064\u306e\u6ce8\u610f\u70b9<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c790576444=\"\"><sup _ngcontent-ng-c790576444=\"\" class=\"superscript\" data-turn-source-index=\"6\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c148617474=\"\"><source-inline-chip _ngcontent-ng-c148617474=\"\" _nghost-ng-c3924596427=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/h2>\n<p data-path-to-node=\"37\">\u72c2\u4e71\u3068\u3082\u8a00\u3048\u308b\u6210\u9577\u306e\u88cf\u3067\u3001\u30d7\u30ed\u306e\u6295\u8cc7\u5bb6\u306f\u51b7\u9177\u306a\u8996\u70b9\u3067\u4ee5\u4e0b\u306e4\u70b9\u306e\u30ea\u30b9\u30af\u30fb\u6ce8\u610f\u70b9\u3092\u6ce8\u8996\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c702713577=\"\" class=\"ng-tns-c702713577-2147 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c702713577=\"\" class=\"code-block ng-tns-c702713577-2147 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_acdfb117a7b9ceaa&quot;,&quot;c_4b4d054024809467&quot;,null,&quot;rc_f19eade5bd26bf5a&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c702713577=\"\" class=\"formatted-code-block-internal-container ng-tns-c702713577-2147\">\n<div _ngcontent-ng-c702713577=\"\" class=\"animated-opacity ng-tns-c702713577-2147\">\n<pre _ngcontent-ng-c702713577=\"\" class=\"ng-tns-c702713577-2147\"><code _ngcontent-ng-c702713577=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c702713577-2147 no-decoration-radius\">\u3010\u5e02\u5834\u304c\u8b66\u6212\u3059\u308b4\u3064\u306e\u30ea\u30b9\u30af\u8981\u56e0\u3011\r\n1. \u904e\u5270\u306a\u671f\u5f85\u5024\uff08\u9ad8\u3044\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\uff09 \u2500\u2500\u25ba \u308f\u305a\u304b\u306a\u898b\u901a\u3057\u672a\u9054\u306b\u3088\u308b\u682a\u4fa1\u306e\u6025\u843d\r\n2. Big Tech\u306eROI\uff08\u6295\u8cc7\u56de\u53ce\uff09\u554f\u984c   \u2500\u2500\u25ba \u5de8\u984d\u306aAI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u306b\u898b\u5408\u3046\u53ce\u76ca\u5316\u306e\u9045\u5ef6\r\n3. \u5de8\u5927IT\u4f01\u696d\u306b\u3088\u308b\u300c\u30c1\u30c3\u30d7\u5185\u88fd\u5316\u300d  \u2500\u2500\u25ba Google, Amazon, Meta\u7b49\u306b\u3088\u308b\u81ea\u793e\u958b\u767a\u5207\u308a\u66ff\u3048\r\n4. \u7c73\u4e2d\u5bfe\u7acb\u30fb\u5730\u653f\u5b66\u30fb\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3 \u2500\u2500\u25ba \u5bfe\u4e2d\u8f38\u51fa\u898f\u5236\u306e\u5f37\u5316\u3068\u53f0\u6e7e\uff08TSMC\uff09\u3078\u306e\u904e\u5ea6\u306a\u4f9d\u5b58\r\n<\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<ol start=\"1\" data-path-to-node=\"39\">\n<li>\n<p data-path-to-node=\"39,0,0\"><b data-path-to-node=\"39,0,0\" data-index-in-node=\"0\">\u300c\u671f\u5f85\u5024\u306e\u9ad8\u3055\u300d\u305d\u306e\u3082\u306e\u304c\u3082\u305f\u3089\u3059\u4e71\u9ad8\u4e0b\uff1a<\/b><\/p>\n<p data-path-to-node=\"39,0,0\">\u5e02\u5834\u53c2\u52a0\u8005\u306e\u671f\u5f85\u304c\u6975\u9650\u307e\u3067\u9ad8\u307e\u3063\u3066\u3044\u308b\u305f\u3081\u3001\u4f01\u696d\u304c\u300c\u904e\u53bb\u6700\u9ad8\u76ca\u300d\u3092\u9054\u6210\u3057\u3066\u3082\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u5e73\u5747\u4e88\u6e2c\uff08\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\uff09\u3084\u4f1a\u793e\u5074\u306e\u6b21\u671f\u58f2\u4e0a\u898b\u901a\u3057\uff08\u30ac\u30a4\u30c0\u30f3\u30b9\uff09\u306b\u5c4a\u304b\u306a\u304b\u3063\u305f\u5834\u5408\u3001\u682a\u4fa1\u304c\u6025\u843d\u3059\u308b\u300c\u51fa\u5c3d\u304f\u3057\u58f2\u308a\u300d\u306e\u30ea\u30b9\u30af\u304c\u5e38\u306b\u5b58\u5728\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"39,1,0\"><b data-path-to-node=\"39,1,0\" data-index-in-node=\"0\">GAFA\u306a\u3069\u9867\u5ba2\u5074\u306e\u300c\u6295\u8cc7\u56de\u53ce\uff08ROI\uff09\u300d\u61f8\u5ff5\uff1a<\/b><\/p>\n<p data-path-to-node=\"39,1,0\">NVIDIA\u306e\u58f2\u4e0a\u3092\u652f\u3048\u308b\u5de8\u5927IT\u4f01\u696d\u304c\u3001\u6295\u8cc7\u3057\u305f\u6570\u5146\u5186\u898f\u6a21\u306eAI\u30a4\u30f3\u30d5\u30e9\u304b\u3089\u5341\u5206\u306a\u53ce\u76ca\uff08ROI\uff1a\u6295\u8cc7\u5229\u76ca\u7387\uff09\u3092\u5f97\u3089\u308c\u3066\u3044\u306a\u3044\u3068\u5224\u65ad\u3057\u305f\u5834\u5408\u3001\u8a2d\u5099\u6295\u8cc7\u304c\u6025\u6e1b\u901f\u3059\u308b\u61f8\u5ff5\u304c\u6b8b\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"39,2,0\"><b data-path-to-node=\"39,2,0\" data-index-in-node=\"0\">\u81ea\u5bb6\u88fd\u30c1\u30c3\u30d7\uff08ASIC\u5185\u88fd\u5316\uff09\u306e\u53f0\u982d\uff1a<\/b><\/p>\n<p data-path-to-node=\"39,2,0\">\u3042\u307e\u308a\u306b\u9ad8\u984d\u306aNVIDIA\u88fdGPU\u306e\u8cfc\u5165\u30b3\u30b9\u30c8\u3092\u6291\u3048\u308b\u305f\u3081\u3001Google\uff08TPU\uff09\u3084Amazon\uff08Trainium\uff09\u3001Microsoft\uff08Maia\uff09\u306a\u3069\u304c\u81ea\u793e\u5c02\u7528\u30c1\u30c3\u30d7\u306e\u958b\u767a\u30fb\u5c0e\u5165\u6bd4\u7387\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"39,3,0\"><b data-path-to-node=\"39,3,0\" data-index-in-node=\"0\">\u5730\u653f\u5b66\u30ea\u30b9\u30af\u3068\u53f0\u6e7e\u96c6\u4e2d\u69cb\u9020\uff1a<\/b><\/p>\n<p data-path-to-node=\"39,3,0\">\u7c73\u56fd\u653f\u5e9c\u306b\u3088\u308b\u5bfe\u4e2d\u8f38\u51fa\u898f\u5236\u306e\u5f37\u5316\u306f\u3001NVIDIA\u306e\u6f5c\u5728\u7684\u5e02\u5834\u898f\u6a21\u3092\u76f4\u63a5\u5236\u9650\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u6700\u5148\u7aef\u30c1\u30c3\u30d7\u306e\u88fd\u9020\u304cTSMC\u306e\u53f0\u6e7e\u5de5\u5834\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u53f0\u6e7e\u6d77\u5ce1\u3092\u5de1\u308b\u5730\u653f\u5b66\u7684\u7dca\u5f35\u3084\u81ea\u7136\u707d\u5bb3\u304c\u4e16\u754c\u7684\u306aAI\u4f9b\u7d66\u7db2\u306e\u5358\u4e00\u969c\u5bb3\u70b9\uff08Single Point of Failure\uff09\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ol>\n<h2 data-path-to-node=\"41\">\u7b2c5\u7ae0\uff1aAI\u30fb\u91d1\u878d\u6642\u4ee3\u3092\u751f\u304d\u629c\u304f\u300c\u77e5\u8b58\u3068\u30ea\u30c6\u30e9\u30b7\u30fc\u300d\u306e\u91cd\u8981\u6027<\/h2>\n<p data-path-to-node=\"42\">NVIDIA\u306e\u5feb\u9032\u6483\u3068\u305d\u308c\u306b\u4f34\u3046\u5e02\u5834\u306e\u6fc0\u52d5\u306f\u3001\u73fe\u4ee3\u793e\u4f1a\u304c20\u4e16\u7d00\u578b\u306e\u5de5\u696d\u5316\u793e\u4f1a\u304b\u3089\u3001\u30c7\u30fc\u30bf\u3068AI\u3092\u4e3b\u8ef8\u3068\u3059\u308b21\u4e16\u7d00\u578b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u793e\u4f1a\u3078\u3068\u5b8c\u5168\u306b\u30b7\u30d5\u30c8\u3057\u305f\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"43\">5-1. \u60c5\u5831\u306e\u8868\u9762\u306b\u632f\u308a\u56de\u3055\u308c\u306a\u3044\u300c\u69cb\u9020\u7684\u601d\u8003\u529b\u300d<\/h3>\n<p data-path-to-node=\"44\">\u5358\u306b\u30cb\u30e5\u30fc\u30b9\u306e\u300c\u6700\u9ad8\u76ca\u300d\u300c\u682a\u4fa1\u6025\u9a30\u300d\u3068\u3044\u3063\u305f\u8a00\u8449\u3060\u3051\u306b\u53cd\u5fdc\u3057\u3066\u6295\u8cc7\u3092\u884c\u3046\u3068\u3001\u9ad8\u5024\u63b4\u307f\u3084\u72fc\u72fd\u58f2\u308a\u306e\u539f\u56e0\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"45\">\n<li>\n<p data-path-to-node=\"45,0,0\"><b data-path-to-node=\"45,0,0\" data-index-in-node=\"0\">\u306a\u305c\u305d\u306e\u4f01\u696d\u304c\u5229\u76ca\u3092\u72ec\u72ec\u5360\u3067\u304d\u3066\u3044\u308b\u306e\u304b\uff08\u7af6\u4e89\u512a\u4f4d\u6027\u3068Moat\uff09<\/b><\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"45,1,0\"><b data-path-to-node=\"45,1,0\" data-index-in-node=\"0\">\u305d\u306e\u5229\u76ca\u306f\u3069\u306e\u7523\u696d\u30fb\u3069\u306e\u4f01\u696d\u3078\u6ce2\u53ca\u3057\u3066\u3044\u304f\u306e\u304b\uff08\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\uff09<\/b><\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"45,2,0\"><b data-path-to-node=\"45,2,0\" data-index-in-node=\"0\">\u73fe\u5728\u306e\u4fa1\u683c\u306b\u306f\u3069\u306e\u3088\u3046\u306a\u5c06\u6765\u671f\u5f85\u304c\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u308b\u306e\u304b\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff09<\/b><\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"46\">\u3053\u3046\u3057\u305f\u69cb\u9020\u7684\u306a\u8996\u70b9\u3092\u6301\u3064\u3053\u3068\u3053\u305d\u304c\u3001\u6fc0\u3057\u3044\u5e02\u5834\u306e\u6ce2\u306e\u4e2d\u3067\u672c\u8cea\u3092\u898b\u6975\u3081\u308b\u529b\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"47\">5-2. \u8cc7\u7523\u3092\u5b88\u308a\u30fb\u80b2\u3066\u308b\u305f\u3081\u306e\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc<\/h3>\n<p data-path-to-node=\"48\">\u4e16\u754c\u7684\u306a\u30a4\u30f3\u30d5\u30ec\u306e\u9032\u5c55\u3084\u3001\u65b0NISA\u3092\u306f\u3058\u3081\u3068\u3059\u308b\u8cc7\u7523\u5f62\u6210\u306e\u91cd\u8981\u6027\u304c\u9ad8\u307e\u308b\u4e2d\u3001\u300c\u73fe\u91d1\u3092\u9810\u91d1\u53e3\u5ea7\u306b\u7f6e\u304f\u3060\u3051\u300d\u3067\u306f\u8cfc\u8cb7\u529b\u304c\u5b9f\u8cea\u7684\u306b\u6e1b\u7b97\u3055\u308c\u3066\u3044\u304f\u6642\u4ee3\u306b\u5165\u308a\u307e\u3057\u305f\u3002<\/p>\n<p data-path-to-node=\"49\">\u4e16\u754c\u7d4c\u6e08\u306e\u6210\u9577\u3084\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u9769\u547d\u306e\u6069\u6075\u3092\u5b89\u5168\u306b\u4eab\u53d7\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u5065\u5168\u306a\u91d1\u878d\u77e5\u8b58\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u7279\u5b9a\u306e\u4e00\u4f01\u696d\u306b\u504f\u91cd\u6295\u8cc7\u3059\u308b\u5371\u967a\u6027\u3092\u907f\u3051\u3064\u3064\u3001\u534a\u5c0e\u4f53\u7523\u696d\u5168\u4f53\u3084\u4e16\u754c\u682a\u5f0f\u5168\u4f53\u306b\u9069\u5207\u306b\u5206\u6563\u6295\u8cc7\u3092\u884c\u3046\u6280\u8853\u3084\u77e5\u8b58\u3092\u8eab\u306b\u3064\u3051\u308b\u3053\u3068\u304c\u3001\u500b\u4eba\u306e\u8cc7\u7523\u3092\u5b88\u308a\u3001\u8c4a\u304b\u306b\u3059\u308b\u305f\u3081\u306e\u78ba\u56fa\u305f\u308b\u790e\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<h2 data-path-to-node=\"51\">\u307e\u3068\u3081<\/h2>\n<p data-path-to-node=\"52\">NVIDIA\u306e\u904e\u53bb\u6700\u9ad8\u76ca\u6c7a\u7b97\u306f\u3001AI\u304c\u3082\u305f\u3089\u3059\u7523\u696d\u9769\u547d\u306e\u5e8f\u7ae0\u306b\u904e\u304e\u307e\u305b\u3093\u3002\u305d\u306e\u5f71\u97ff\u306f\u7c73\u56fd\u5e02\u5834\u306b\u3068\u3069\u307e\u3089\u305a\u3001\u65e5\u672c\u306e\u4e3b\u8981\u306a\u534a\u5c0e\u4f53\u88c5\u7f6e\u30fb\u6750\u6599\u30e1\u30fc\u30ab\u30fc\u3078\u83ab\u5927\u306a\u5b9f\u5229\u3092\u3082\u305f\u3089\u3057\u3001\u65e5\u672c\u682a\u5168\u4f53\u306e\u52e2\u3044\u3092\u5de6\u53f3\u3059\u308b\u307e\u3067\u306b\u81f3\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"53\" id=\"p-rc_f19eade5bd26bf5a-3638\"><span class=\"citation-8020 citation-end-8020\">\u8868\u5c64\u7684\u306a\u682a\u4fa1\u306e\u52d5\u304d\u306b\u60d1\u308f\u3055\u308c\u305a\u3001\u305d\u306e\u88cf\u306b\u3042\u308b\u6280\u8853\u306e\u30c8\u30ec\u30f3\u30c9\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u69cb\u9020\u3001\u305d\u3057\u3066\u5e02\u5834\u306e\u30ea\u30b9\u30af\u8981\u56e0\u3092\u6b63\u3057\u304f\u7406\u89e3\u3059\u308b\u3053\u3068\u3002\u3053\u306e\u300c\u91d1\u878d\u30fb\u30d3\u30b8\u30cd\u30b9\u30ea\u30c6\u30e9\u30b7\u30fc\u300d\u3053\u305d\u304c\u3001\u5909\u5316\u306e\u6fc0\u3057\u3044\u73fe\u4ee3\u793e\u4f1a\u306b\u304a\u3044\u3066\u81ea\u8eab\u306e\u8cc7\u7523\u3068\u30ad\u30e3\u30ea\u30a2\u3092\u5b88\u308a\u629c\u304f\u6700\u5f37\u306e\u6b66\u5668\u3068\u306a\u308b\u306e\u3067\u3059\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c790576444=\"\"><sup _ngcontent-ng-c790576444=\"\" class=\"superscript\" data-turn-source-index=\"7\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c148617474=\"\"><\/sources-carousel-inline><\/p>\n<div><\/div>\n<div class=\"xcd-attention-8 xcd-col5 xcd-ripple\">\n<div class=\"xcd-title\"><span style=\"font-size: 18pt;\">\u30d7\u30ed\u306e\u77e5\u8b58\u304c\u7121\u6599\u3067\u5b66\u3079\u307e\u3059<\/span><\/div>\n<div class=\"xcd-content\">\n<p><span style=\"font-size: 14pt;\"><strong>\u300c\u6295\u8cc7\u306e\u52c9\u5f37\u3092\u4f55\u304b\u3089\u3084\u3063\u3066\u3044\u3044\u304b\u308f\u304b\u3089\u306a\u3044\u300d\u300c\u6295\u8cc7\u3067\u8cc7\u7523\u3092\u4f5c\u308a\u305f\u3044\u3001\u53ce\u5165\u3092\u5897\u3084\u3057\u305f\u3044\u300d<\/strong><\/span><\/p>\n<p>\u305d\u3093\u306a\u6642\u306f<b><span class=\"f-marker-p\">\u7121\u6599\u3067\u8996\u8074\u3067\u304d\u308b\u30aa\u30f3\u30e9\u30a4\u30f3\u8b1b\u5ea7\u300c<a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\">GFS\u76e3\u4fee 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